The right software can simplify your financial workflow, reduce manual work, and keep your records accurate year‑round. We recommend the following tools because they integrate well with each other, support clean bookkeeping, and make it easier for you to stay organized. We also use these tools every day in our own practice, so our recommendations come from real‑world experience—not theory.
This page gives you an overview of each tool and why we trust it. For step‑by‑step instructions, downloads, and training resources, visit our Tools & Guides page.
Xero Accounting
Xero is our preferred accounting platform for most clients — and it’s the system we use internally as well, because it’s clean, intuitive, and built for real‑time collaboration. It gives you a clear view of your finances without the clutter or complexity of traditional desktop software.
Why We Recommend Xero
- Cloud‑based and accessible from any device
- Real‑time bank feeds and reconciliation
- Clean, modern interface
- Strong reporting tools
- Seamless integrations with payroll and document‑capture apps
- Ideal for small businesses, nonprofits, and growing organizations
How We Support Your Xero Setup
- New Xero setup
- Conversions from other systems
- One‑on‑one training
- Workflow optimization
- Ongoing support
Hubdoc (Included with your Xero Subscription!)
Hubdoc helps you stay organized by collecting and storing your financial documents in one secure place. It automatically fetches bank statements, bills, and receipts, then syncs them into your Xero bookkeeping. Because Hubdoc feeds directly into Xero, it keeps your bookkeeping clean and reduces the back‑and‑forth during month‑end and year‑end reconciliations. Hubdoc is part of our own document‑capture workflow, and it’s included with your Xero subscription.
What Hubdoc Adds to Xero
- Reduces manual data entry
- Automatically fetches statements and bills
- Stores documents securely
- Syncs directly with Xero
- Strengthens audit trails and year‑end preparation
Gusto Payroll
Gusto is a modern payroll platform that simplifies payroll processing, tax filings, employee onboarding, and compliance. It integrates seamlessly with Xero and is ideal for small to mid‑sized businesses. We use Gusto in our own practice and manage payroll for many of our clients directly through the platform.
Why We Recommend Gusto
- Automated payroll and tax filings
- Employee onboarding and self‑service
- Benefits administration
- Clean, user‑friendly interface
- Strong integration with Xero
How We Support Your Payroll in Gusto
- Initial payroll setup and configuration
- Employee onboarding guidance and profile setup
- Integration with Xero for seamless syncing
- Payroll workflow optimization
- Ongoing support for filings, compliance, and updates
- Full payroll processing on your behalf (optional)
- Entering employee hours and pay adjustments
- Communicating payroll totals before each run
- Ensuring accurate tax withholding and filings
- Managing onboarding, terminations, and employee updates
- Coordinating Gusto’s automatic withdrawals and payment schedules
And yes — all payroll activity syncs directly back into Xero, keeping your books clean and up to date.
We work with a wide range of Xero‑connected apps and Gusto Integrations and can help you choose tools that fit your workflow:
Other Tools We Recommend & Support
Additional Software Tools
Xero and Gusto together offer more than 1,100 connected apps, covering a wide range of industries and workflows. Whether you’re in construction, hospitality, retail, or another sector entirely, there are add‑ons designed to streamline processes, enhance reporting, and support smoother day‑to‑day operations. Here are just a few of the categories of add-ons available:
- Document storage
- Expense management
- Inventory
- Invoicing
- Point of Sale
- Scheduling
- Team communication
- Time tracking
- Workflow automation
- Workforce Management
We build our workflows around the same tools we recommend to clients. If you’re unsure which combination is right for your business, we’re happy to help you choose and set up the best fit.
Whenever you are ready, we are here to help light the way, please contact our office at 970‑344‑7298 or click here to Schedule an Appointment with a member of our team.